Evan Hunter is a financial advisor at Hightower Advisors in Los Angeles, holding CFP®, CFA®, and Series 66 designations, with nine years of industry experience. Prior to joining Hightower in 2021, he worked at Fidelity Brokerage Services and West Coast Financial, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Johns is a CFP® professional with 26 years of industry experience. He currently works at Mercer Global Advisors Inc., where he has been since 2018, and previously held roles at TIAA and Tiaa from 2010 to 2018. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Sameer Ferrell is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Securities, Comerica Securities, and Merrill. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time planning services and ongoing discretionary portfolio management, with a fiduciary standard applied to its RIA services.

Benjamin Finan is a CFP® with nine years of industry experience, currently serving as an advisor at Lido Advisors, LLC since 2025. Prior to joining Lido, he worked at 1st Source Bank and LPL Financial for seven years and held positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Signpost. Outside of his advisory role, he is a basketball referee. Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, and institutional clients, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with active sub-advisory roles and a depth of affiliated capabilities across trust, tax, insurance, and brokerage services.

Jason Lee Sr. is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fountainhead Capital Management, Morgan Stanley Private Bank, Merrill, and Bank of America. Lido advises a broad range of clients including high-net-worth individuals, family offices, trusts, charitable organizations, and institutional investors. The firm employs an integrated wealth-management approach that incorporates equities, fixed income, alternatives, and defined-risk option strategies, while offering a diverse set of affiliated services such as trust, tax, insurance, and brokerage.

Matthew Ross is a financial advisor at Lido with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at LPL Financial LLC and Exchange Capital Management Inc. Lido serves a diverse client base, including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical option strategies and manages approximately $42.5 billion in assets.

Yasmin Maadi is a financial advisor at Citigroup Global Markets with one year of industry experience. She previously worked at Equitable Advisors and spent 30 years with InTouch America, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and provides specialized services such as derivatives trading and bespoke discretionary solutions for large client relationships.

Ryder Haupt is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Cambridge Associates and Elevate Financial Partners, as well as multiple engagements at the University of Michigan. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals and families, trusts, foundations, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a combination of macro and manager research with access to alternative investments through platforms like iCapital.

Richard Hagins is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His career includes roles at World Financial Group, Inc., WFG Direct, and ownership of an Amada Senior Care franchise and a veteran benefits consulting business through Hagins Financial Services. Outside of financial advising, he streams video games and works as a residency counselor for a retirement community. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Jason Lefton is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, First Republic Securities Company, and Luminous Capital. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets, offers a range of investment strategies, and integrates financial planning and tax services into client relationships.

Alex Angulo is a financial advisor at Lido with one year of industry experience. He holds a Series 65 credential and has previously worked at Beacon Pointe Advisors and served in academic roles at the University of San Diego and Olympian High School. Lido advises a diverse range of clients including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with tactical and defined-risk option strategies and maintains a notable role as sub-adviser to the VanEck U.S. Equity Buffer ETF.

Marques Dickson is a CFP®-certified advisor with 12 years of experience, currently with Fifth Third Securities, Inc. He has previously worked at Ameriprise Financial Services, City National Securities, Wells Fargo Clearing, and J.P. Morgan Private Wealth Advisors. Dickson is also an owner of 40 Acres Properties, LLC. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage channels, offering a range of investment programs including mutual funds, ETFs, separately managed accounts, and direct indexing strategies. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages roughly $10.9 billion in assets with over 900 advisors.

Aleksandra Tukan is a Series 66-licensed financial advisor with three years of industry experience. She currently practices at Mariner and previously worked at NewEdge Advisors, LLC, Jefferies LLC, and InnoVise Family Wealth Advisors. Outside of her primary role, she provides advisory services through NewEdge Advisors under the name Wealth Conscious Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities uncommon in large advisory enterprises.

Henry Chaussee is a CFP® and Series 65-licensed advisor at Lido with one year of industry experience. He previously worked at Stuart Chaussée & Associates, Inc. and has a background including roles at the University of Georgia and educational institutions such as College for Financial Planning/Kaplan and Rice University. Lido serves a diverse clientele including high-net-worth individuals, family offices, trusts, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management model that incorporates a range of asset classes and tactical option strategies, and it maintains an active role in sub-advisory and investment-company management.

Feng Shen is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wedbush Securities, UBS Financial Services, and Merrill. He is involved in managing the investments of his family trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Jack Suzar is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2021. Prior to this, he was associated with Bel Air Investment Advisors LLC and related entities for over two decades. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients through a network of Advisor Practices. The firm’s approach emphasizes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, offering diverse portfolio construction options including mutual funds, ETFs, and alternative investments.

Thalia Montiel is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 36 years of industry experience. She has been with Irm Distributors, Inc. since 1999. Outside of her advisory role, Montiel is involved in the sale of indexed life insurance products as an independent agent. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering educational and support services including seminars and personalized planning.

Katerina Soto is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and seven years of industry experience. She has worked at firms including Advised Assets Group, GWFS Equities, Bank of America, Merrill, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm’s approach integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jason Ozur is a financial advisor at Lido with 16 years of industry experience. He holds a Series 65 credential and has been with Lido since 2015. Ozur serves as a board member of Palladius Capital Management and participates in several governing boards of Lido-affiliated entities without compensation. Lido serves a diverse range of clients including high-net-worth individuals, family offices, trusts, estates, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach that includes tactical option strategies and offers a broad array of affiliated capabilities such as trust, tax, insurance, and brokerage services.

Chong Shim is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including The Leaders Group Inc, Ameritas Advisory Services, and Prudential Insurance Company of America. Outside of his advisory work, he has been involved in senior health insurance consulting through a separate business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.